Legal/Financial

Caretaking for Elderly Parents

If you’ve ever been a caregiver for an elderly parent, you know how difficult it can be. Actually providing care to your Mom or Dad is just part of what you’re doing.  There’s a lot of administrative tasks as well, including banking, paperwork of all kinds, dealing with Medicare / Medicaid and Social Security. Oh, and do you have legal authority to make decisions? Did your parents create an estate plan? Where is it? Caretaking is not easy. Here are a few practical tips:

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Death of the Estate (Death) Tax?

By Charles J. Moore, Attorney at Law

The passing of tax legislation in Washington last month has a direct impact on estate planning for individuals and families.  That is because the bill increases the federal individual estate exemption from $5.49 million to $11.2 million in 2018.  For a couple the number is doubled to $22.4 million.

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